Our CRM Services
End-to-end CRM customisation across HubSpot, Salesforce, Zoho, Pipedrive, and more, tailored to your sales process.
Pipeline & Deal Stage Design
We map your real sales process into custom pipelines with deal stages, probability weightings, and required fields that reflect how your team actually sells, not a generic template.
Third-Party Integrations
Connect your CRM to the tools you already use (email, accounting, marketing platforms, quoting software, and phone systems) so data flows automatically without manual entry.
Workflow Automation
Automate follow-ups, task assignments, lead routing, and notifications. We build workflows that eliminate repetitive admin so your team spends more time selling.
Reporting & Dashboards
Custom dashboards that surface the metrics that matter (conversion rates, pipeline velocity, revenue forecasts) with real-time data your leadership team can act on.
Data Migration & Cleanup
Moving from spreadsheets or another CRM? We handle the full migration (deduplication, field mapping, and validation) so you start clean without losing history.
Ongoing Optimisation
CRMs drift over time. We provide regular reviews to refine automations, add new integrations, and adjust pipelines as your business evolves.
Our CRM Process
A structured approach that turns a generic CRM into your team's most valuable tool.
Discovery & Audit
We review your current CRM setup (or lack of one), interview your sales and marketing teams, and document your actual workflows, pain points, and goals.
Platform Selection & Architecture
Based on your requirements and budget, we recommend the right CRM platform and design the data architecture: custom fields, pipelines, user roles, and integration map.
Build & Configure
We set up your CRM with custom pipelines, automations, integrations, and dashboards. Everything is built in a staging environment and tested before going live.
Data Migration & Go-Live
Clean, deduplicate, and migrate your existing data. We run parallel systems during transition and go live only when the team is confident and trained.
Training & Support
Hands-on training for every user role, recorded walkthroughs, and 30 days of post-launch support to make sure adoption sticks and edge cases are handled.
Frequently Asked Questions
Everything you need to know about CRM customisation and how we help Australian businesses sell smarter.